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JL

Jeffrey B. Logsdon

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CRD#: 1064582
JL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Benson Logsdon was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1982. Jeffrey had worked at 8 firms and has passed the Series 65, Series 63, Series 86, Series 87, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 30, 2015 - August 6, 2018

JBL ADVISORS

RIA
CRD#: 174015
IRVINE, CA
Past

November 6, 2013 - March 31, 2014

ASCENDIANT CAPITAL MARKETS, LLC

BD
CRD#: 152912
IRVINE, CA
Past

October 17, 2000 - August 10, 2012

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
LOS ANGELES, CA
Past

June 2, 2000 - October 9, 2000

W.R. HAMBRECHT + CO., LLC

BD
CRD#: 45040
SAN FRANCISCO, CA
Past

September 22, 1998 - May 16, 2000

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA
Past

August 20, 1996 - September 29, 1998

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

July 10, 1990 - August 22, 1996

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA
Past

May 7, 1985 - July 23, 1990

CROWELL, WEEDON & CO.

BD
CRD#: 193
Past

November 13, 1984 - April 23, 1985

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

September 24, 1982 - July 23, 1990

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/21/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/1996
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/2/1988
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


JA
JBL ADVISORS
JBL ADVISORS | JBL ADVISORS, LLC

CRD#: 174015 / SEC#:

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Contact information


Main Address
Irvine, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JBL ADVISORS

CRD#: 174015

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